Add transaction types #20

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opened 2021-07-03 19:04:49 +02:00 by MK13 · 3 comments
MK13 commented 2021-07-03 19:04:49 +02:00 (Migrated from 77zzcx7.de)

Asset swap:
CASH or BANK -> BANK or CASH

Expense:
CASH or BANK or LIABILITY -> EXPENSE

Liability:
CASH or BANK -> LIABILITY

Income:
START or INCOME or LIABILITY -> CASH or BANK


Add to FQL:
transactionType = '...'

Maybe add as column in transaction table?
'+ easily queriable in SQL
'+ Simplifies some SQLs
'- Can be calculated on the fly

Maybe add in transaction view tables in web-client?

**Asset swap:** CASH or BANK -> BANK or CASH **Expense:** CASH or BANK or LIABILITY -> EXPENSE **Liability:** CASH or BANK -> LIABILITY **Income:** START or INCOME or LIABILITY -> CASH or BANK ----- Add to FQL: transactionType = '...' Maybe add as column in transaction table? '+ easily queriable in SQL '+ Simplifies some SQLs '- Can be calculated on the fly Maybe add in transaction view tables in web-client?
MK13 commented 2021-08-08 00:00:05 +02:00 (Migrated from 77zzcx7.de)

'+ Migration script for existing transactions

'+ Migration script for existing transactions
MK13 commented 2021-08-08 00:53:08 +02:00 (Migrated from 77zzcx7.de)

FQL there, still missing description

FQL there, still missing description
MK13 commented 2021-08-08 23:33:31 +02:00 (Migrated from 77zzcx7.de)

Implemented. One thing that is not clear however, is, that some expenses might be counted twice:

  1. Liability account -> Expense account | buying something with credit card
  2. Asset type account -> Liability account | paying back the credit card

Both get counted as expense, e.g. by de.financer.dba.TransactionRepository#getExpensesForAllPeriods

Mind that both might happen in different periods.

Implemented. One thing that is not clear however, is, that some expenses might be counted twice: 1. Liability account -> Expense account | buying something with credit card 2. Asset type account -> Liability account | paying back the credit card Both get counted as expense, e.g. by `de.financer.dba.TransactionRepository#getExpensesForAllPeriods` Mind that both might happen in different periods.
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Reference: MK13/financer#20
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